Unclaimed Profile

Jonathan William Cisna

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana

SIE, Series 7TO, Series 65, Series 66CFPClean record11 years registered1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

100 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601CRD# 6462800Firm CRD# 111331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan William Cisna · SOUTH BEND, IN

Registration

CRD #6462800 · 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. · 11 years registered

Brand Profile

Not yet started

Career History

D.A. DAVIDSON & CO.

Jun 2026 – present

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Jun 2015 – Jun 2020

SOUTH BEND, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 65

Series 66

Registration record

First registered · June 30, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

CRD 111331 · SEC 801-60100

AUM

$3.5B

Regulatory assets under management

Employees

1 client accounts

Services offered by 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Per Form ADV

Selection of other advisers

Other

View all advisors at 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jonathan William Cisna offer?

Jonathan William Cisna specializes in Wealth Management. Contact their office in SOUTH BEND, Indiana for a consultation.

What are Jonathan William Cisna's credentials?

Jonathan William Cisna holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan William Cisna located?

Jonathan William Cisna is based in SOUTH BEND, Indiana, working with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.

How does Jonathan William Cisna charge for services?

Jonathan William Cisna's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.?

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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